Money Concepts Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,032
Closed -$197K 2589
2022
Q4
$197K Buy
2,032
+1,776
+694% +$172K 0.01% 690
2022
Q3
$25K Hold
256
﹤0.01% 860
2022
Q2
$26K Sell
256
-1,798
-88% -$183K ﹤0.01% 834
2022
Q1
$216K Buy
2,054
+1,808
+735% +$190K 0.01% 704
2021
Q4
$26K Buy
+246
New +$26K ﹤0.01% 639
2021
Q1
$3K Sell
27
-478
-95% -$53.1K ﹤0.01% 684
2020
Q4
$53K Buy
+505
New +$53K ﹤0.01% 513